Honest
We act honestly, in good faith, and strictly in the best interest of our clients.
Understanding
We take the time to understand your needs, dreams and aspirations.
Planning for What Truly Matters to You
A Duty to Act in Your Best Interest
At TD Wealth Private Investment Counsel, we believe in building long-lasting relationships that evolve as your needs change over time. Whether your circumstances are straightforward or complex, we’re dedicated to delivering tailored wealth management strategies that will help you achieve your goals.
Responsible
We act as responsible stewards of your wealth.
Independent
We believe investment decisions must be independent, free of bias and what's right for you.
Business Owners
Focus on what you do best – running your business – with help from my team and a group of TD banking specialists who understand the complexities and the unique challenges you may face.
Retirement Planning
We understand that it may be a complicated process. That’s why we’re here to help. In collaboration with TD estate and trust specialists, we can work with you to develop a customized, multi-faceted strategy to help you protect your family’s wealth as you prepare for the future. We can assist with formalizing your business succession strategy and identifying strategies to help minimize future estate taxes.
Our Philosophy
At TD Wealth Private Investment Counsel, our boutique investment offering is supported by the same high-calibre people, methodologies and rigour used by TD Asset Management Inc. with its institutional clients such as pension funds and foundations.
Institutional Investment Approach
An institutional investment approach inspired by best practices from pension funds and foundations for affluent investors based on responsible growth and capital preservation over speculation.
Goals-based Approach
Goals-based approach to help clients grow, protect and transfer their wealth.
Active Investment Management
Active investment management through a discretionary approach, which frees clients from the day-to-day portfolio management responsibilities.
Diversification
Diversification is what we do. We don't collect investments; we meticulously combine and manage them based on your goals.
Portfolio Design
Clients are involved in the design of the portfolio from the asset allocation level.
Disciplined process
Confirmation
We summarize our understanding of your financial priorities to make sure you're in agreement.
Determine Solutions
Our team works together to develop a personal strategy that is designed to help you meet your goals.
Present Solutions
We present your strategy to you for discussion and approval.
Implement Solutions
We work with you to put your strategy into action.
Ongoing Management and Review
We monitor the progress of your strategy and adjust it to keep pace with any changes in your life.
Our investment approach acknowledges that no single security, asset class or market can be expected to provide consistent returns. Instead of a traditional balanced portfolio containing cash, fixed income and equities our portfolios represent a fusion of investments from multiple asset classes and strategies, which may include: cash, fixed income, equities, currency, commodities, private capital, real estate and infrastructure.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.